Filed January 9, 2008
This is a legacy paper filing. Plan administrator and contact details are recorded in the original filing, which has not been digitised into structured fields.
See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
| Provider | Service type | Compensation |
|---|---|---|
Service code 13 · EIN 42-0127290 | Contract Administrator | $18,027 |
Service code 49 · EIN 52-2114207 | Other Services | $2,638 |
Annual investment return is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $51,294 | $69,362-26.0% | $101,248-49.3% | $73,488-30.2% |
| Participation rate | 80.4% | 68.4%+12.0pp | 75.8%+4.5pp | 70.7%+9.7pp |
| Annual return | 10.91% | 18.46%-7.5pp | 46.47%-35.6pp | 28.51%-17.6pp |
| Employer contribution / active EE | $1,004 | $2,628-61.8% | $3,660-72.6% | $2,270-55.8% |
| Participant deferral / active EE | $2,724 | $3,300-17.4% | $4,370-37.7% | $3,740-27.2% |
| Admin fee / account holder | $182 | $704-74.1% | $5,945-96.9% | $513-64.5% |